{"id":149092,"date":"2025-03-22T05:07:59","date_gmt":"2025-03-22T05:07:59","guid":{"rendered":"https:\/\/peraltafinancing.com\/business\/investing\/style-guidelines-for-financial-services-firms\/"},"modified":"2025-03-22T05:07:59","modified_gmt":"2025-03-22T05:07:59","slug":"style-guidelines-for-financial-services-firms","status":"publish","type":"post","link":"https:\/\/fivemor.com\/?p=149092","title":{"rendered":"Style guidelines for financial services firms"},"content":{"rendered":"<p> <br \/>\n<\/p>\n<div itemprop=\"text\">\n<p>Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read.<\/p>\n<p>\u00a0<\/p>\n<h2>Why create style guidelines for your financial services firm?<\/h2>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignright size-medium wp-image-19433\" src=\"http:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/writing-guidelines-225x300.jpg\" alt=\"writing guidelines\" width=\"225\" height=\"300\" srcset=\"https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/writing-guidelines-225x300.jpg 225w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/writing-guidelines.jpg 300w\" sizes=\"auto, (max-width: 225px) 100vw, 225px\"\/>It can be distracting if writing styles are inconsistent within and across documents published by your firm. For example, is it \u201ccounterparty\u201d in the first paragraph and \u201ccounter party\u201d in paragraphs two and three? Do headings randomly mix sentence case and title case? Is your company name abbreviated in different ways?<\/p>\n<p>It\u2019s a good idea to pick a major style guide, such as the <a href=\"https:\/\/www.apstylebook.com\/\" target=\"_blank\" rel=\"noopener\"><em>AP Stylebook<\/em><\/a>, to use as your reference for common questions. However, style guides often don\u2019t cover challenges specific to financial services firms. They certainly don\u2019t tackle company-specific branding issues.<\/p>\n<p>Creating style guidelines tailored to your company can help your writers and editors fill in the blanks left by the major style guides.<\/p>\n<h2>How I create style guidelines for my clients<\/h2>\n<p>For my editing clients, I create style guidelines for my own reference. They help me to be consistent. Also, I share the guidelines with my proofreader, when I use one.<\/p>\n<p>As issues arise, I record the preferred style in an Excel spreadsheet. In the first column, I record the word, phrase, or other issue. In another column, I record the preferred practice.<\/p>\n<p>Here\u2019s an excerpt from the Capitalization section of one style sheet.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignleft wp-image-19303 size-full\" src=\"http:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/Capitalization-style-guidelines-sample.png\" alt=\"Capitalization style guidelines sample\" width=\"543\" height=\"164\" srcset=\"https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/Capitalization-style-guidelines-sample.png 543w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/Capitalization-style-guidelines-sample-300x91.png 300w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/02\/Capitalization-style-guidelines-sample-450x136.png 450w\" sizes=\"auto, (max-width: 543px) 100vw, 543px\"\/><\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p>\u00a0<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-52956\" src=\"https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4.png\" alt=\"potential topics to cover in your financial firm's style guidelines infographic\" width=\"1080\" height=\"1500\" srcset=\"https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4.png 1080w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4-216x300.png 216w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4-742x1030.png 742w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4-768x1067.png 768w, https:\/\/www.investmentwriting.com\/newsite\/wp-content\/uploads\/2016\/05\/Add-a-heading-4-508x705.png 508w\" sizes=\"auto, (max-width: 1080px) 100vw, 1080px\"\/><\/p>\n<p>Section headings that I\u2019ve used include the following:<\/p>\n<ul>\n<li><strong>Abbreviations\/acronyms<\/strong>\u2014for example, BRL\u2192Brazilian real, 50 bps\u219250 basis points (0.50%)<\/li>\n<li><strong>Capitalization<\/strong><\/li>\n<li><strong>Company names<\/strong>\u2014identify your source for the preferred spelling of company names<\/li>\n<li><strong>Credentials<\/strong>\u2014for example, use the \u00ae mark with the CFP designation<\/li>\n<li><strong>Headings<\/strong>\u2014for example, use sentence case and bold<\/li>\n<li><strong>Numbers<\/strong>\u2014for example, SPELL OUT numbers 1 to 9, even in five-year Treasury<\/li>\n<li><strong>Punctuation\/grammar\/style<\/strong>\u2014for example, use serial comma; DO hyphenate first-quarter and worst-performing WHEN used as ADJECTIVE; use a consistent number of decimal places<\/li>\n<li><strong>Spelling<\/strong>\u2014for example, health care, NOT healthcare<\/li>\n<li><strong>Word replacements<\/strong>\u2014for example, cap rate\u2192capitalization rate<\/li>\n<\/ul>\n<h2>How long should your style guidelines be?<\/h2>\n<p>My client style sheets would typically fit on one page, if printed out.<\/p>\n<p>I like the philosophy of Intelligent Editing, which recommends that your style sheet run no longer than four pages. The firm says in \u201c<a href=\"http:\/\/www.intelligentediting.com\/\/resources\/writing-a-style-guide-what-you-need-to-know\/\">Writing a Style Guide: What You Need to Know<\/a>\u201c:<\/p>\n<blockquote>\n<p>\u2026bear in mind that the goal is just to focus on points of style where there is no right answer but where one usage is preferred by the organization. A style guide is not the place to teach your colleagues things that they should already know.<\/p>\n<\/blockquote>\n<p>The longer your style sheet, the harder it will be for you and your colleagues to apply it consistently. It\u2019s harder for users to keep all of the issues in their heads, even if they scan the style sheet repeatedly.<\/p>\n<h2>If you already have style guidelines<\/h2>\n<p>If you already have style guidelines, please share them with writers and editors whom you hire, in addition to your company\u2019s employees.<\/p>\n<p>You may struggle with getting your financial firm\u2019s writers to follow them. I\u2019ve addressed your challenge in \u201c<a href=\"http:\/\/www.investmentwriting.com\/2015\/06\/how-get-writers-follow-style-guidelines\" target=\"_blank\" rel=\"noopener\">Reader question: How to get writers to follow style guidelines?<\/a>\u201d<\/p>\n<p style=\"text-align: right;\">Writer image courtesy of adamr\/FreeDigitalPhotos.net<\/p>\n<p>\u00a0<\/p>\n<p>Note: This post was updated on March 10, 2025. It was originally published in 2016.<\/p>\n<\/div>\n\n","protected":false},"excerpt":{"rendered":"<p>Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. \u00a0 Why create style guidelines for your financial services firm? It can be distracting if writing styles are inconsistent within and across documents published by your firm. For example, is it \u201ccounterparty\u201d in the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":149093,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[96],"tags":[10912,10918,26573,4834,1539],"dealstore":[],"offerexpiration":[],"class_list":["post-149092","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-investing","tag-financial","tag-firms","tag-guidelines","tag-services","tag-style"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Style guidelines for financial services firms - Som2ny Network<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/fivemor.com\/?p=149092\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Style guidelines for financial services firms - Som2ny Network\" \/>\n<meta property=\"og:description\" content=\"Style guidelines for financial services firms can help you to make your written communications more consistent and thus easier to read. \u00a0 Why create style guidelines for your financial services firm? 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